RIA Market Leader & Client Growth Strategist

Invesco

Columbus (OH)

Hybrid

USD 90,000 - 100,000

Full time

14 days+

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Benefits offered by this job

Flexible paid time off

Hybrid work schedule

401(K) matching up to 6%

Health & wellbeing benefits

Parental Leave benefits

Employee stock purchase plan

Job summary

Invesco is seeking a Professional Buyer Market Leader to build long-standing partnerships with large RIAs and Multi-Family Offices, maximizing long-term holdings of Invesco products. You will represent Invesco to clients, guiding them through the Total Client Experience and delivering value as a trusted investment partner and business advisor.

You will lead with a data-driven, consultative approach, developing strategic plans, engaging with CIOs, CFAs and analysts, and coordinating a

Qualifications

7+ years of asset management sales experience.
Undergraduate degree required, advanced degree a plus.
Series 7 and 63 required; may need to obtain 65 and/or 66 in future.
CFA, CIMA, CAIA, CFP and other designations a plus.
Self-driven and motivated with a team mentality.
Consultative, client-first approach, delivering solutions, not products, to meet client needs and drive results.
Technical investment expertise including mutual funds, ETFs, SMAs, private markets, and a deep understanding of Capital Markets.

Responsibilities

Develop differentiated client relationships with high-end RIAs in MI, OH, PA, KY, and Western Update NY to maximize wallet share.
Travel within territory to conduct meetings with clients and lead client events.
Engage with clients as a consultant, delivering insight-based education and portfolio construction consultations.
Lead and deploy a team including an internal partner and various specialists to support territory success.
Identify opportunities for Invesco investment strategies and implement data-driven client segmentation.